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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
551
EPG Wealth Management
Georgia
$9.09K – – –
MWM
552
Mascoma Wealth Management
New Hampshire
$9K – – –
BEI
553
Benjamin Edwards Inc
Missouri
$8K – – –
HCM
554
Hollencrest Capital Management
California
$7.5K +$45 +2 +0.6%
AA
555
Atmos Advisory
Pennsylvania
$7.37K – – –
MIA
556
Milestone Investment Advisors
Wisconsin
$7.24K +$89 +4 +1%
BAM
557
Bellevue Asset Management
Washington
$7.13K -$13.4K -600 -66%
AWM
558
Abound Wealth Management
Tennessee
$7.06K +$6.76K +302 New
PCMC
559
Private Capital Management (Colorado)
Colorado
$5.97K +$671 +30 +13%
MSWM
560
McGlone Suttner Wealth Management
Wisconsin
$5.19K +$4.97K +222 New
NEAM
561
New England Asset Management
Connecticut
$4.66K – – –
MRCM
562
M&R Capital Management
New Jersey
$4.43K – – –
JHCP
563
Jackson Hole Capital Partners
Oklahoma
$4.38K – – –
TRCT
564
Tower Research Capital (TRC)
New York
$4.1K +$3.76K +168 +2,100%
HCM
565
Horrell Capital Management
Arkansas
$4K – – –
KHC
566
Koesten Hirschmann & Crabtree
Kansas
$3.58K +$45 +2 +1%
ACA
567
Aptus Capital Advisors
Alabama
$3.31K – – –
GWANC
568
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.31K – – –
BC
569
Barrett & Company
Rhode Island
$3.22K – – –
OAJ
570
Ogorek Anthony Joseph
New York
$3K – – –
BBPWM
571
Blue Bell Private Wealth Management
Pennsylvania
$2.89K – – –
BGAI
572
Bruce G. Allen Investments
Colorado
$2.75K +$2.64K +118 New
LFA
573
LGT Financial Advisors
Texas
$2.44K +$2.33K +104 New
RFG
574
RFP Financial Group
Georgia
$2.33K +$2.24K +100 New
DSC
575
Duncker Streett & Co
Missouri
$2.05K – – –
21 22
23
24 25